Garrett Wealth Advisory Group’s LPL Financial LPLA Stock Holding History

Garrett Wealth Advisory Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$832K	Hold
2025 Q2	$937K	Hold
2025 Q1	$818K	Sell
2024 Q4	$1.05M	Hold
2024 Q3	$749K	Hold
2024 Q2	$899K	Hold
2024 Q1	$850K	Buy
2019 Q4	–	Sell
2019 Q3	$98.3K	Buy